Apple stock outlook: Can the foldable iPhone drive new growth?

Useful takeaways from this story.

Useful everyday features could support demand, but adoption and availability matter more than demonstrations.

Apple's announcement The investment argument is straightforward: a noticeably different experience could give customers a stronger reason to replace their phones than another routine upgrade.

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The useful part

Revenue share is not extra growth: A foldable accounting for 10% of iPhone revenue would include purchases that replace other iPhone sales. Useful everyday features could support demand, but adoption and availability matter more than demonstrations. Apple's announcement The investment argument is straightforward: a noticeably different experience could give customers a stronger reason to replace their phones than another routine upgrade.

How it works

Gene Munster expressed that change in perspective in his own post-event commentary, saying the Duo had improved his assessment of the foldable's growth potential.
That is an analyst's interpretation, rather than evidence of customer demand already delivered.
What interests me is whether the extra screen space becomes useful enough to justify the price.

Details worth keeping

The iPhone Duo could appeal to customers who have held onto older phones. Higher selling prices do not automatically mean higher profit margins. Why could the foldable iPhone matter for Apple stock?

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